1. Education Opportunity Programs: Best Practices
Christina Schmidt
Katie Brown
Sean Sherwood
Senior Counselor
Financial Aid Specialist
Financial aid counselor
University of Rochester
Genesee community college
Binghamton university - suny

2. Topics Discussed
Overview of the structure of each school’s office pertaining to EOP/HEOP
Importance of having positive relationships with other offices on campus
Budgets and packaging policies
Considerations when renewing the Request for Funding Proposal
Common challenges faced and ways to counsel
Strategies to minimize loans and 5th year funding

3. Cost of Attendance
Budget
Full Time Tuition
$4,150
Mandatory Fees
$490
Books & Supplies
$1,275
Personal
$1,115
Room (off campus)
$6,400
Board
$2,320
Transportation
$660
Total
$16,410
Aid Source
Total
Educ. Opp Grant
$600
Subsidized Loan
$4,500
Unsubsidized Loan
$1,110
SEOG
$100
Pell Grant
$6,095
NYS TAP
$4,005
$16,410

4. Cost of Attendance
Budget
Tuition
$52,974
Mandatory Fees
$1,252
Room
$9,776
Board
$6,162
Books/Supplies
$1,310
Travel
$300
Personal
$1,080
Health Insurance
$2,448
Total
$75,302
Aid Source
Total
Pell Grant
$6,095
NYS TAP
$5,065
Subsidized Loan
$3,500
SEOG
$600
NYS Bundy Grant
$1,000
Educ. Opp. Grant
$4,167
Book Grant
$1,310
Federal Work Study
$1,300
Rochester Grant
$52,200
$75,237

5. Cost of Attendance
Budget
Tuition
$6,870
Mandatory Fees
$2,938
Room
$9,900
Board
$5,158
Books/Supplies
$1,000
Travel
$250
Personal
$750
Total
$26,866
Aid Source
Total
Pell Grant
$6,095
NYS TAP
$5,065
Subsidized Loan
$3,500
Unsubsidized Loan
$2,000
SEOG
$500
SUNY Tuition Credit
$1,930
EOP Grant
$1,400
EOP Book Grant
$1,050
Federal Work Study
$23,540

6. Request for Funding Proposal
Renewal every five years
Relationship between HEOP/EOP office and aid office in developing aid policy and packaging procedures
Explain needs analysis
Any policy unique to HEOP/EOP for students – i.e. SAP, packaging
Self-help policy – treatment of loans, FWS and EFC
Institution policy for discretionary funds – SEOG, FWS
Institutional policy regarding effects of outside scholarships on aid package
Award letter time tables for incoming and returning students
Disbursement procedures and timetables
Exit counseling procedures